SIMPLY MONEY ADVISORS Information

7890 E. KEMPER ROAD, SUITE 200, CINCINNATI, Ohio, 45249, (513) 469-7500

Report Date: 03/31/2015

Position Statistics

Total Positions 27
New Positions 3
Increased Positions 17
Decreased Positions 10
Positions with Activity 27
Sold Out Positions 4
Total Mkt Value (in $ millions) 689

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 99.96%
Healthcare
Services
Technology 0.04%
Transportation
Utilities

27 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPDR S&P 500 ETF TR TR UNIT 89,775 307 .34 425,939
ISHARES TR S&P 500 GRWT ETF 80,876 20,780 34.58 685,445
ISHARES INTERM CR BD ETF 80,773 -976 (1.19) 743,665
POWERSHARES ETF TRUST FTSE RAFI 1000 62,647 17,803 39.70 685,267
ISHARES MBS ETF 44,009 -494 (1.11) 403,528
ISHARES TR IBOXX INV CP ETF 40,223 16,911 72.55 347,676
ISHARES TR MSCI EAFE ETF 39,499 -177 (0.45) 612,866
WISDOMTREE TR BLMBG US BULL 38,572 -242 (0.62) 1,343,957
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 33,353 268 .81 122,417
POWERSHARES QQQ TRUST UNIT SER 1 22,814 -8 (0.04) 204,521
POWERSHARES ETF TRUST II SENIOR LN PORT 22,808 280 1.24 962,763
ISHARES TR CORE US AGGBD ET 22,244 116 .53 203,957
ISHARES EAFE SML CP ETF 20,568 384 1.90 401,256
WISDOMTREE TR EUROPE HEDGED EQ 20,233 20,233 New 316,641
ISHARES TR CORE HIGH DV ETF 20,150 676 3.47 268,482
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 17,233 452 2.69 450,647
ISHARES TR SP SMCP600VL ETF 15,890 85 .54 139,934
ISHARES U.S. PFD STK ETF 8,878 203 2.34 225,388
ISHARES NAT AMT FREE BD 6,792 -62 (0.91) 62,335
PEOPLES BANCORP INC COM 942 942 New 43,686


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